TPWM
XYZ

Twelve Points Wealth Management’s Block, Inc. XYZ Stock Holding History

Twelve Points Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,022
Closed -$201K – 176
2023
Q2 		$201K Hold
3,022
– – 0.11% 155
2023
Q1 		$207K Buy
+3,022
New +$207K 0.12% 153
2022
Q2 		– Sell
-3,022
Closed -$410K – 179
2022
Q1 		$410K Buy
+3,022
New +$410K 0.31% 110